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Gold/Mining/Energy : Nuvo Research Inc -- Ignore unavailable to you. Want to Upgrade?

To: Joe Krupa who wrote (9138)	4/1/2002 1:45:18 PM
From: Montana Wildhack	Read Replies (1) \| Respond to of 14101

Hi Joe, I suspect this next 2 quarters are a culmination period for Rebecca. She knows whats going on at the table in the FDA and at the table with J&J. I predict a period of some 2-3 weeks without a draw in which there will be one or more updates. By then she will have that much more insight; but, has to make the call on timing. Its got to be at least 50-50 whether she goes that one last time or decides its prudent to extend the Acqua contract once more. (Quiet back there) Both parties have pretty much gotten what they wanted from the arrangement so far. Always follow the cash. Rebecca has been frugal with the dilution beyond my own comfort zone; but, has also stayed ahead of the immediate needs. Now is that window I spoke of earlier where we can learn something by what happens and what doesn't. If she goes in April, then she's protecting DMX because the timing is still uncertain (in my opinion). But if the first week or two of May go by with no sign of a draw (Joe - this is your and CG's area) then I say she knows the date (of the J&J signing). We shall see. Wolf

To: Joe Krupa who wrote (9138)	4/4/2002 11:25:29 AM
From: DaveAu	Read Replies (1) \| Respond to of 14101

Joe/Cal, Are we in another draw? It seems to be dripping down a bit every day. Thanks. Dave